Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan
Large Cap
+8.5% 3Y
Taurus Mutual Fund
Large Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 100 TRI
Taurus Large Cap Fund - Direct Plan - Growth is an open-ended large cap scheme managed by Taurus Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +7.5% | +5.7% | +1.8% |
| 3 Years | +12.6% | +10.3% | +2.3% |
| Since inception | +13.8% | +11.9% | +1.9% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
13.9%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.90
Category avg beta 1.02.
Sharpe (risk-adjusted)
0.60
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-15%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.3%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Mahindra & Mahindra Ltd. | Automobiles | 6.1% |
| UltraTech Cement Ltd. | Materials | 9.2% |
| HDFC Bank Ltd. | Financial Services | 14.5% |
| Reliance Industries Ltd. | Energy | 7.8% |
| ICICI Bank Ltd. | Financial Services | 14.5% |
| Infosys Ltd. | Information Technology | 6.1% |
| Tata Consultancy Services Ltd. | Information Technology | 14.5% |
| Larsen & Toubro Ltd. | Construction | 13.9% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2021
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Large Cap
Taurus Large Cap Fund - Direct Plan - Growth
Research-only · No transactions